电力设备行业周报：低空经济行业周报（12月第1周）：央企创业投资基金即将成立，无人机取证工作加速

Investment Rating - The investment rating for the electric equipment industry is "Positive" (maintained) [3] Core Views - The report highlights the establishment of a central enterprise venture capital fund, which aims to support early, small, long-term investments in hard technology, providing capital support for the development of the low-altitude economy and other new productive forces [7][20] - The report indicates that the low-altitude economy is experiencing vertical implementation from macro (national industrial planning, airspace management) to micro (infrastructure bidding, application scenario creation), suggesting a favorable outlook for the sector [20] Summary by Sections 1. Weekly Sector Review - The low-altitude economy sector saw an average increase of 0.7% from December 2 to December 6, with the top five gainers being Shandong Mining (+33.3%), Guangyang Co. (+24.6%), Guo'an Da (+12.1%), Chuangjishi (+7.9%), and Pulite (+6.2%) [6][18] - The report recommends focusing on three segments of the low-altitude economy: manufacturing (e.g., Wan Feng Ao Wei, Zong Shen Power), infrastructure (e.g., Lai Si Information, Shen Cheng Jiao), and operations (e.g., CITIC Hai Zhi, Xi Yu Tourism) [20] 2. Industry Dynamics - The State-owned Assets Supervision and Administration Commission (SASAC) encourages central enterprises to establish venture capital funds, which will enhance investment in strategic emerging industries [27] - Hangzhou's "High-Quality Development Plan for the Low-Altitude Economy Industry (2024-2027)" aims to create five innovation industrial parks and over 600 related enterprises by 2027 [28] - Chengdu released a list of opportunities in the low-altitude industry, focusing on new technologies and products, with a total investment of 24.2 billion [29] 3. Individual Stock Dynamics - Zero Gravity Aircraft Industry completed over 100 million RMB in A+ round financing to support the airworthiness certification of its eVTOL models [33] - The GA20 model from Guanyitong General Aviation received the TC certificate, marking it as the first privately developed model to achieve this certification in China [34]